How Does Ironstream Investing Work?
Ironstream provides a comprehensive wealth management solution including financial planning and investment management. You probably have a 401(k) through your work - and that's a great first step - but you need to be saving beyond the typical work-funded account to have a secure retirement.
This is where we come in: we organize and consolidate your financial accounts and create a plan for saving towards a secure future. We invest your portfolio in carefully selected stocks, bonds, and funds which meet our strict investment criteria.
STEP 1
STEP 1
A free evaluation of your current financial picture including 401(k) plans and retirement accounts. We'll discuss your assets, liabilities, risk tolerance, and portfolio goals to develop a tailored financial roadmap.
DESIGN
STEP 1
STEP 1
STEP 1
Ironstream will build a personalized portfolio to put you on the path towards financial success.
-
Retirement + Estate Planning
-
College Saving
-
Account Consolidation
-
Tax Optimization
BUILD
STEP 2
STEP 1
STEP 1
Ironstream will manage your investments in accordance with your portfolio design, making adjustments as needed.
Circumstances change in the future? No problem, your plan is adaptable.
MANAGE
STEP 3
STEP 1
STEP 2
STEP 3
It typically takes three meetings to get your portfolio up and running. Seem like a lot? Your financial future is worth it. Investment sessions are conducted via Zoom, making the process easy from start to finish.
Fees
Ironstream Capital is a fee-only investment adviser, committed to cost transparency.
We use a tiered fee schedule, which means as portfolios grow in size, the fee rate is reduced. For most new clients, it's 0.25% per quarter on managed assets.
Unlike many investment advisers, we don't collect sales commissions, use high-fee products (such as annuities), or charge separately for financial planning.
We work with clients who stand to benefit significantly from our planning and investment process. As a result, we require a minimum portfolio size of $3,000,000 in liquid assets for new clients.
